News and resources for Canada's top financial advisors
Est. 1998
Tax News
Here's how to defer tax if your client’s family trust is nearing this age.
By James and Deborah Kraft |February 20, 2015
4 min read
Advisor's Edge Report
Running afoul of tax rules could cost clients
By Melissa Shin |January 23, 2015
8 min read
Estate Planning
Eliminate double taxation at death on private company shares
By Elaine Blades and Kevin Tran |January 23, 2015
5 min read
Help your client find his way around a poorly written trust
By Caroline Cakebread |January 16, 2015
Industry
Fiduciary Trust Canada has hired Diane Tom as vice president of Personal Trust Services.
By Staff |January 7, 2015
1 min read
Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.
By Evelyn Juan |November 14, 2014
Big changes to CRA’s rules for testamentary trusts take effect in 2016.
By Frank Di Pietro |July 14, 2014
The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.
By Staff |June 17, 2014
3 min read
Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.
By Evelyn Juan |June 6, 2014
One misstep can mean a big tax bill or thwarted intentions
By Elaine Blades |May 16, 2014
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